Clean books every month, without hiring in-house.
CoastBridge is an outsourced bookkeeping and accounting team for US startups, small businesses and CPA firms.
Led by an accountant with 7+ years of experience, 5+ of them in US accounting.
- Bank and card reconciliationsEvery account tied to statementDone
- Accounts payableBills entered, aging reviewedDone
- Accounts receivablePayments matched, follow-ups sentDone
- Accruals and adjustmentsPrepaids, payroll, deferred revenueDone
- Financial statementsP&L, balance sheet, cash flowIn review
We work in the tools you already use
- QuickBooks Online
- Xero
- Sage Intacct
- Bill.com
- Ramp
- Gusto
- Rippling
- OnPay
- Stripe
- Cin7
Where are you starting from?
Pick the situation closest to yours to see how we would approach it.
Catch-up and cleanup
Months of uncategorized transactions, unreconciled accounts, or a tax deadline coming up.
The challenge
Records are incomplete, so nobody trusts the numbers and your tax preparer is waiting.
Our approach
We review past periods, reconcile every bank and card account, fix categorization and document open items.
What you get
Reconciled books up to date, a summary of adjustments made, and a clean starting point for monthly work.
Monthly bookkeeping and close
Your books are in order, but keeping them current takes time you don't have.
The challenge
Month-end slips, reports arrive late, and small errors pile up between reviews.
Our approach
A documented close checklist each month covering AP, AR, reconciliations, accruals and review.
What you get
Financial statements on an agreed schedule each month, with a short note on what changed.
Capacity for CPA and accounting firms
Your firm has more client work than staff, especially around busy season.
The challenge
Hiring is slow and costly, and bookkeeping work crowds out advisory and tax.
Our approach
We follow your workflows, checklists and review standards, working as part of your team under your firm's name.
What you get
Review-ready files for your staff, flexible capacity, and your client relationships stay with you.
Cash flow and budgeting
You know your revenue, but not how much cash you'll have in three months.
The challenge
Decisions on hiring, spending or fundraising are made without a forward view of cash.
Our approach
A cash flow projection built from your actuals, plus budget-versus-actual tracking updated monthly.
What you get
A rolling forecast you can use in planning, and early warning when spending drifts from plan.
What we take off your plate
Day-to-day bookkeeping through to the monthly reporting your team, investors and tax preparer rely on.
Accounts payable
Bill entry, vendor management, payment runs and AP aging, so nothing is paid late or twice.
Accounts receivable
Invoicing, payment matching and customer follow-ups that keep cash coming in.
Reconciliations
Monthly bank, credit card and balance sheet reconciliations, with variances explained.
Month-end close
A repeatable checklist covering accruals, prepaids, payroll entries and review.
Financial reporting
P&L, balance sheet and cash flow statements, with commentary on what changed.
Cash flow and budgeting
Cash flow projections and budget-versus-actual tracking to support your next decision.
Who we work with
Teams that need dependable accounting support but not a full in-house finance department.
US startups
Books that hold up to investor and tax review from early stage onward.
- Monthly close and reporting
- Revenue and expense tracking by category
- Support for your CPA at tax time
Small and mid-sized businesses
Accurate monthly numbers so owners can see margins, cash and obligations.
- AP, AR and payroll entries
- Inventory and COGS accounting
- Cash flow projections
CPA and accounting firms
Extra hands for bookkeeping and close work, working to your standards.
- Work under your firm's name
- Your checklists and review process
- Capacity that flexes with busy season
Ways to work with us
Choose the arrangement that fits how much support you need. We can change it as you grow.
Catch-up project
A one-time engagement to bring your books current.
- Past-period reconciliations
- Categorization fixes
- Summary of adjustments
Best when you're behind, switching bookkeepers, or preparing for tax season.
Monthly bookkeeping
Ongoing bookkeeping and close, delivered on a set schedule.
- AP, AR and reconciliations
- Month-end close checklist
- Monthly financial statements
Best for startups and SMBs that want current, reliable numbers every month.
Dedicated firm support
A team that works as an extension of your CPA firm.
- Your workflows and software
- Review-ready deliverables
- Flexible monthly capacity
Best for accounting firms that need capacity without new hires.
Every engagement is scoped and quoted after a discovery call, based on your transaction volume and the work involved.
How it works
A clear start, then the same dependable rhythm every month.
Discovery call
We learn about your business, current books and what you need each month.
Proposal and onboarding
You approve the scope, then we set up access to your systems and review past records.
Monthly cycle
Ongoing AP, AR and reconciliations, with a structured month-end close.
Reporting and review
Financial statements and a short review so you know where things stand.
Why CoastBridge
The experience of a larger firm, with the attention of a small team.
US accounting experience
Bookkeeping and close work for US clients across industries, using US GAAP-based practices.
Work done overnight
Our India-based team works during your night, so updates are ready when your day starts.
One point of contact
A dedicated manager who knows your books and answers your questions directly.
Documented processes
Close checklists and review steps written down, so quality doesn't depend on one person.
Access you control
We work inside your systems through user access you grant and can remove at any time.
A registered company
CoastBridge is an incorporated private limited company, GST-registered in India.
Common questions
Which accounting software do you work with?
We work in QuickBooks Online, Xero and Sage Intacct, along with tools such as Bill.com, Ramp, Gusto, Rippling, OnPay and Stripe. If you use something else, ask us.
How do you keep our financial data secure?
We work inside your own systems using user access you set up and can remove at any time, so you never need to share passwords. We're happy to sign an NDA before onboarding.
How does the time difference work?
Our team works during your night, so routine work is done by the start of your day. We schedule calls and reviews during overlapping hours.
How is pricing set?
After a discovery call we quote a fixed monthly fee or a project fee, based on your transaction volume, number of accounts and the scope of work.
Are you a CPA firm?
No. CoastBridge provides bookkeeping and accounting support. We don't perform audits or sign tax returns, and we work alongside your CPA or tax preparer.
Can you work under our CPA firm's name?
Yes. For accounting firms we can work as part of your team, follow your processes, and deliver work for your staff to review before it reaches your clients.
Let's talk about your books
Tell us what you're working with today. We'll reply by email to set up a discovery call.
- Office
- 5th Floor, 547, Modern Tower, Phase 8A Industrial Area, Sector 75, Mohali, Punjab 140308, India
- Clients
- United States, served remotely